USA Rare Earth (USAR) Soars 25% on Rare Earth Supply Deal

Core Viewpoint - USA Rare Earth, Inc. (NASDAQ:USAR) has experienced significant stock price appreciation, rising 24.68% to $17.48 due to a new supply agreement for rare earth materials with Solvay and Arnold Magnetic Technologies Corporation [1][2]. Group 1: Company Developments - The supply agreement was established through USA Rare Earth’s subsidiary, Less Common Metals (LCM), which will provide high-quality rare-earth materials for the production of advanced permanent magnets [2]. - CEO Barbara Humpton emphasized that this collaboration highlights the importance of industrial partnerships in strengthening the rare-earth ecosystem outside of China [2][3]. - LCM continues to serve its global customer base while supplying alloy feedstock for USA Rare Earth's magnet manufacturing facility in Stillwater, Oklahoma, which is set to commence operations in the first quarter of 2026 [4]. Group 2: Market Performance - USA Rare Earth has shown strong market performance, with a notable increase in stock value over three consecutive days, reflecting positive investor sentiment regarding the new supply agreement [1].